Next Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$58K Buy
1,577
+839
+114% +$30.9K ﹤0.01% 1409
2021
Q3
$25K Sell
738
-2,766
-79% -$93.7K ﹤0.01% 1716
2021
Q2
$124K Buy
3,504
+3,067
+702% +$109K 0.01% 1018
2021
Q1
$15K Sell
437
-8
-2% -$275 ﹤0.01% 1740
2020
Q4
$14K Buy
445
+45
+11% +$1.42K ﹤0.01% 1665
2020
Q3
$11K Buy
+400
New +$11K ﹤0.01% 1603
2017
Q1
Sell
-75
Closed -$7K 2090
2016
Q4
$7K Hold
75
﹤0.01% 1807
2016
Q3
$7K Buy
+75
New +$7K ﹤0.01% 1810
2014
Q4
Sell
-7
Closed 2131
2014
Q3
$0 Hold
7
﹤0.01% 2538
2014
Q2
$0 Buy
+7
New ﹤0.01% 1224